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REFERRAL PARTNERS

We Help Your Deals Close.

For brokers, lenders, and CPAs: services that make listings more sellable, loans more fundable, and clients better prepared. Advisory only, we never compete for your client relationship.

For Advisors

For Brokers, Lenders and CPAs

Referral-partner services that make listings more sellable, loans more fundable, and clients better prepared. Advisory only, we never compete for your client relationship.

Business Brokers

Pre-Sale Financial Clean-Up

Organized, credible financials before the listing goes live.

QoE Lite for Listings

An affordable diligence-grade report that accelerates buyer confidence.

SBA / Commercial Lenders

Lender Support

13-week cash flows, projections, and reporting packages for credit files.

CPAs / Bookkeepers

Normalized Financials and Add-Back Validation

Defensible adjusted EBITDA that survives buyer diligence.

One relationship, many deals. Send us the listing with messy books, the borrower whose projections need work, or the client who isn't ready to sell yet. First look on a stuck deal is free.

Partner With Us
Our Promises

Your client stays your client

We never solicit your other clients or compete for the relationship.

You're always in the loop

With your client's permission, we update you after the first call and at key milestones.

Work flows back to you

We don't do tax, bookkeeping, lending, or brokerage. That work goes to you.

Signs Your Client Needs Us

Lenders

  • Covenants are getting tight, or reporting is consistently late
  • The line of credit is maxed even though the business says it's profitable
  • A new credit request with financials that aren't lender-ready
  • Fast growth, an acquisition, or a rough patch

CPAs & Bookkeepers

  • They ask "Can I afford to hire?" or "Can I afford this equipment?"
  • Profitable on paper but always short on cash
  • Growing fast with no budget or forecast
  • Thinking about raising money, taking on debt, or selling in the next few years

Business Brokers

  • Add-backs are messy or undocumented
  • No consistent monthly close
  • The owner can't clearly explain their EBITDA or margins
  • The owner wants a price the numbers can't support yet
How a Referral Works
  1. 1

    You make the intro

    by email, by phone, or with the form below.

  2. 2

    Free 20-minute call

    we learn the business and where cash and reporting stand.

  3. 3

    We report back to you

    with your client's permission, you hear what we found and what we recommend.

  4. 4

    Work starts

    we deliver the finished work product agreed in scope, whether a Quality of Earnings, three-statement model or recast, budget and forecast, 13-week cash flow forecast, or another service.

Make an Intro

Or forward this email to your client

Subject: Introduction – Federico Nannini, Sterling Equity Partners

Hi [Client name],

I'd like to introduce you to Federico Nannini (cc'd), founder of Sterling Equity Partners in Coral Gables. Federico works as a fractional CFO for companies like yours: cash flow forecasting, budgeting, and lender- and buyer-ready financials.

Based on what we discussed about [topic], I think a 20-minute call with him is worth your time. It's free and there's no obligation.

Federico, I'll let you take it from here.

[Your name]

cc Federico@Sterling-Equity-Partners.com

Prefer to talk first? Call (305) 798-0077 or email Federico@Sterling-Equity-Partners.com. Se habla español.